CSSD vs SPYM

ACSSD

BSPYM

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$17,555SPYM · IVV $17,177

Lowest cost0.02%SPYM · $2 on $10k

Most income5.21%CSSD · $521 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common0.0%CSSD and SPYM

CSSD

SPYM

Cohen & Steers Short Duration Preferred and Income Active ETF · $69MState Street SPDR Portfolio S&P 500 ETF · $179B

[…]3 years · per year[…] · $18,163+22.0%

[…]5 years · per year[…] · $17,555+11.9%

0.49%Expense ratio$49 · $2 on $10k · lower wins0.02%

5.21%12-mo yield$521 · $103 on $10k1.03%

[…]Worst dropSmaller wins−8.9%

[…]VolatilityLower wins13.7%

1–1Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCSSD · SPYM

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
4	ACSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.21%	+0.7%	+3.5%	new	new	new	[…]	$69M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
4	ACSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.21%	+0.7%	+3.5%	new	new	new	[…]	$69M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CSSD vs SPYM

CSSD

Cohen & Steers Short Duration Preferred and Income Active

[…]

SPYM

SPDR Portfolio S&P 500

$17,555

MeasureCSSDSPYM

Fee0.49%0.02%

Cost on $10k a year$49$2

Yield5.21%1.03%

5 years, per year[…]+11.9%

3 years, per year[…]+22.0%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]13.7%

1–1measures won
level

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.7B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+8.7%

+11.3%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

1–0VOO wins

End-of-day Nov 9, 2026

Overlap: CSSD, IVV, SGOV, SPYM

Today

99.9%most shared, IVV and SPYM

CSSDIVVSGOVSPYM

CSSD—0.0%[…]0.0%

IVV0.0%—[…]99.9%

SGOV[…][…]—[…]

SPYM0.0%99.9%[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$472most kept, CSSD

CSSD$521 − $49 = $472

SGOV$363 − $9 = $354

IVV$114 − $3 = $111

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee